Adviser Profile
| As of Date | 04/12/2026 |
| Registration status | Registration Changed to WGS MANAGEMENT SERVICES, INC |
| ADV Location | ROCHESTER, NY, United States |
| Contact Info | 585 xxxxxxx |
| AUM* | 41,632,122 49% |
| of that, discretionary | 41,632,122 49% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 562,596 236% |
| % High Net Worth | 12.16% 88% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds